Corporate Retirement Insights

Should You Add an Automatic Safe Harbor IRA to Your Plan?

High employee turnover could lead to a rise in small 401(k) accounts. Explore how adding a Safe Harbor IRA provision to your plan may help reduce plan costs and potential fiduciary risks.

Employee Education: Your Money Check-up

Money can be uncomfortable to talk about… especially when it comes to overspending and debt. Because it is helpful to reflect, here are 5 questions to assess your financial situation.
High angle portrait of young Asian businesswoman talking to manager while working on internship project, copy space

How Can Our 401(k) Plan Help Us Attract and Retain Star Employees?

With thoughtful design features, you can structure a 401(k) plan that stands out in a time of talent scarcity and meets your employees’ needs.
Confident, leadership and power by a business woman doing a presentation on a board to a group in a conference room. Happy woman explaining an idea or marketing strategy for a startup to investors.

Q2 2023 Newsletter: Employee Engagement Edition

Looking for ways to boost employee retention, engagement and productivity? Explore these ideas in our latest plan sponsor newsletter.
Positive businessman talking in front of employees in office room and explaining new strategy

Video: The Business Case for Financial Wellness

Today's employees are facing increased financial stress, which can lead to a decrease in productivity and a higher turnover rate. Consider the case for a financial wellness program - it could be a new way to strengthen the company’s bottom line!

How Much is Employee Stress Costing You?

The cost of employee stress can add up quickly between turnover and productivity loss. Here is a potential solution that could help improve your company’s bottom line.
The corporate of happy business employees group celebrate with leader manager for succeed project

4 Ways Employers Can Create a Culture of Wellness

Employees are looking for beefed up benefits that support their social, physical, mental and financial well-being.
Shot of a group of businesspeople working together on a laptop

Is Financial Education on Company Time Worth It?

Helping employees reduce financial stress can help improve wellness, retention and productivity – and cost a fraction of the time lost from overwhelmed employees.
Portrait of focused office manager in blue jacket and glasses, sitting at cafe table with tablet pc, reading important documents. Cozy interior. Side view

Q2 2023 Employee Newsletter: Retirement Savings and Milestones

Financial needs differ person to person; but no matter one’s age, it’s always a good time to save! Here are tips for realistic savings goals at any age.